Sharkey, Howes & Javer’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-120
| Closed | -$5K | – | 150 |
|
|
2019
Q2 | $5K | Hold |
120
| – | – | ﹤0.01% | 173 |
|
|
2019
Q1 | $5K | Hold |
120
| – | – | ﹤0.01% | 176 |
|
|
2018
Q4 | $5K | Hold |
120
| – | – | ﹤0.01% | 172 |
|
|
2018
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 180 |
|
|
2018
Q2 | $6K | Hold |
120
| – | – | ﹤0.01% | 170 |
|
|
2018
Q1 | $6K | Hold |
120
| – | – | ﹤0.01% | 161 |
|
|
2017
Q4 | $6K | Hold |
120
| – | – | ﹤0.01% | 164 |
|
|
2017
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 167 |
|
|
2017
Q2 | $5K | Hold |
120
| – | – | ﹤0.01% | 168 |
|
|
2017
Q1 | $5K | Hold |
120
| – | – | ﹤0.01% | 181 |
|
|
2016
Q4 | $5K | Hold |
120
| – | – | ﹤0.01% | 180 |
|
|
2016
Q3 | $4K | Hold |
120
| – | – | ﹤0.01% | 188 |
|
|
2016
Q2 | $3K | Hold |
120
| – | – | ﹤0.01% | 201 |
|
|
2016
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 214 |
|
|
2015
Q4 | $4K | Hold |
120
| – | – | ﹤0.01% | 208 |
|
|
2015
Q3 | $4K | Hold |
120
| – | – | ﹤0.01% | 202 |
|
|
2015
Q2 | $4K | Hold |
120
| – | – | ﹤0.01% | 176 |
|
|
2015
Q1 | $4K | Buy |
+120
| New | +$4K | ﹤0.01% | 195 |
|